tag:blogger.com,1999:blog-9031526429482744032.post8475553010337555739..comments2024-03-29T00:20:06.554-07:00Comments on Don't fuck with Donville: Dollar Tree (DLTR) and Dollarama (DOL.TO)Penetratorhttp://www.blogger.com/profile/01670644029306203741noreply@blogger.comBlogger11125tag:blogger.com,1999:blog-9031526429482744032.post-16326450280541220392016-12-06T05:03:54.313-08:002016-12-06T05:03:54.313-08:00The best is yet to come!The best is yet to come!Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-40911180486573927892016-12-05T20:34:19.450-08:002016-12-05T20:34:19.450-08:00Ce commentaire a été supprimé par l'auteur.Anonymoushttps://www.blogger.com/profile/17362142560218772902noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-35691250489750285912016-12-05T20:30:46.990-08:002016-12-05T20:30:46.990-08:00Hi, I am a new follower and I found your blog when...Hi, I am a new follower and I found your blog when looking at Novo Nordisk's recent correction, I really like the great content you provide!Anonymoushttps://www.blogger.com/profile/17362142560218772902noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-54274032840156153332016-12-05T20:26:29.366-08:002016-12-05T20:26:29.366-08:00Ce commentaire a été supprimé par l'auteur.Anonymoushttps://www.blogger.com/profile/17362142560218772902noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-81204448888476623982016-11-30T18:27:09.466-08:002016-11-30T18:27:09.466-08:00Yup. I think I would jump in around $90. It would ...Yup. I think I would jump in around $90. It would be nice it goes below $90.BSRhttps://www.blogger.com/profile/01057008502945341889noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-11851593467874176222016-11-29T03:51:30.299-08:002016-11-29T03:51:30.299-08:00On every aspect, Dollarama is more profitable than...On every aspect, Dollarama is more profitable than Dollar Tree. <br /><br />Obviously, DLTR being more agressive un Canada would hurt DLTR but I think DOL would stay the dominant player for at least 5 years. Anyway, DLTR has a lot of job to do to integrate Family Dollar.Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-23586059592845871152016-11-29T03:47:32.798-08:002016-11-29T03:47:32.798-08:00No. Dollarama's so great that I'm sure the...No. Dollarama's so great that I'm sure they'll do well even when their canadian expansion will be completed. They'll export their great model somewhere else.Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-73462665340822018142016-11-29T03:42:08.519-08:002016-11-29T03:42:08.519-08:00Instead of waiting for a gigantic correction, why ...Instead of waiting for a gigantic correction, why don't you wait for a reasonable correction?Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-42023898922669959852016-11-27T22:29:38.735-08:002016-11-27T22:29:38.735-08:00Here's something to consider: What happens whe...Here's something to consider: What happens when Dollar Tree accelerates their push into Canada? They don't have any stores in Montreal. They have very few in Toronto. There seems to be a number of Dollar Tree stores in Vancouver already. Here's their canadian website:<br /><br />https://www.dollartreecanada.com/about-us/ <br /><br />Because of my gullible nature, I recently bought more of another high p/e stock (Constellation Software). But nobody is going to open across the street from CSU and steal half their clients. For now, I agree that Dollarama is the greatest success/business/ stock. I just don't know how much damage a big competitor from the States like Dollar Tree will do to them.Angelo Dallashttps://www.blogger.com/profile/15684479515068422912noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-33124726423218615402016-11-27T15:12:57.285-08:002016-11-27T15:12:57.285-08:00Do you think that Dollarama's primary presence...Do you think that Dollarama's primary presence in Canada is more a limitation to sales growth than dollar tree which operates in the states?valueinvestorhttps://www.blogger.com/profile/12358806830019377673noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-39270567991303212182016-11-27T08:14:27.932-08:002016-11-27T08:14:27.932-08:00I love Dollarama so much but never found an entry ...I love Dollarama so much but never found an entry point. I always say, I should have bought it in Feb 2016 when it was priced at $70-75. $90 is also an attractive entry point. I really cannot wait for a gigantic correction which may never come. BSRhttps://www.blogger.com/profile/01057008502945341889noreply@blogger.com